+200.4%
B vs TRMB
+8.5%
+191.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -2.0% |
| 7D | -1.6% | -2.5% | +0.9% | -1.1% |
| 30D | +9.4% | +1.5% | +7.9% | +9.2% |
| 3M | +5.0% | +6.8% | -1.8% | +3.7% |
| 6M | -3.5% | -14.9% | +11.4% | -1.1% |
| YTD | +4.5% | -24.1% | +28.6% | +9.4% |
| 1Y | +67.8% | -25.4% | +93.2% | +76.2% |
| All | +200.4% | +8.5% | +191.9% | +182.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded TRMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling